BUGG vs VTKH vs CLDD

  • BUGG
  • VTKH
  • CLDD

BUGG, VTKH and CLDD hold 337 companies between them. 1 is in every one of them, and BUGG and CLDD are the most alike: 11% of each is the same companies.

Side by side

FundGlobal XVanguardBetaShares
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.47%0.23%0.67%
Fund size$20.2m--$33.0m
Holdings3029843
1Y price return+23.1%+35.7%only priced since 2026-03-23+15.8%
Distribution yield2.64%Not yet0.00%
Look-through coverage100.0%99.9%99.9%

Return, last year

change since the start
share of each fund
  • BUGG
  • VTKH
  • CLDD
  • NVDA NVIDIA CORPIn 1 of 3BUGGnot heldVTKH14.1%CLDDnot held
  • AAPL APPLE INCIn 1 of 3BUGGnot heldVTKH12.6%CLDDnot held
  • MSFT MICROSOFT CORPIn 2 of 3BUGGnot heldVTKH10.3%CLDD1.8%
  • OKTA OKTA INCIn 2 of 3BUGG9.8%VTKH<0.1%CLDDnot held
  • CRWD CROWDSTRIKE HOLDINGS INCIn 2 of 3BUGG8.3%VTKH0.6%CLDDnot held

and 327 more companies the funds hold

How alike they are

Keep going

See BUGG + VTKH + CLDD as one portfolioEvery company, where you'd own it twiceWhat moved BUGG this monthIts biggest gains and falls, by company